Senior Wealth Planner (Beaconsfield)

Austyn Smith Associates Limited; Beaconsfield; On-site; GBP 50,000 - 75,000; Full time

Job summary

A financial planning firm is seeking a Senior Financial Advisor in Beaconsfield. This full-time on-site role involves providing tailored financial planning and advisory services, conducting financial assessments, and collaborating with clients to achieve their financial goals. Ideal candidates will have proven expertise in financial planning and retirement strategies, exceptional communication skills, and relevant certifications. Join a team dedicated to guiding clients toward financial security with a cautious approach.

Qualifications

• Proven expertise in financial planning and advisory services.
• Experience in retirement planning and investments.
• Strong background in finance and strategic financial decision-making.
• Exceptional interpersonal and communication skills.
• Proficiency in creating bespoke financial plans.
• Regulatory certifications relevant to advisory roles.
• Ability to work collaboratively with a team.

Responsibilities

• Provide personalized financial planning and advisory services.
• Conduct detailed financial assessments.
• Develop comprehensive retirement and investment strategies.
• Collaborate closely with clients to meet their financial goals.

Skills

Financial Planning

Retirement Planning

Financial Analysis

Interpersonal Skills

Communication Skills

Problem Solving

Education

Chartered Financial Planner status

Job description

A financial planning firm is seeking a Senior Financial Advisor in Beaconsfield. This full-time on-site role involves providing tailored financial planning and advisory services, conducting financial assessments, and collaborating with clients to achieve their financial goals. Ideal candidates will have proven expertise in financial planning and retirement strategies, exceptional communication skills, and relevant certifications. Join a team dedicated to guiding clients toward financial security with a cautious approach.